City Insurance & Financial

Father & Son Financial, established in 1987 in Petrolia, Ontario, specializes in providing comprehensive financial planning services tailored for families and business owners, particularly in the farming community. Their team, led by Steve Spencer and Spencer Steinman, is dedicated to developing personalized wealth management strategies that emphasize listening to clients' needs and goals. With a commitment to community and effective investment management, Father & Son Financial offers a wide range of services, including life insurance, estate planning, retirement planning, and farm succession planning. Their experienced professionals build trusting relationships through personalized, high-quality service, ensuring that clients feel confident and informed in their financial decisions. Generated from the website

Our insurance plans are tailored to fit your unique needs at affordable rates. Core hours are 9-5 M to F. Please connect with the office to verify available extended hours and weekends.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.